Top 10 Financial Services Companies in Burlington

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Below is the list of Top 10 Financial Services Companies in Burlington ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Burlington

1. North Star Leasing Company

Industry: Financial Services

Location: Burlington, Vermont

Website: northstarleasing.com

Company Founded: 1979

Company Size: 11-50

Company Address: 747 Pine Street, Burlington, Vermont, United States

North Star Leasing Company Contact Details

Name Title LinkedIn Phone Email
Dan Feeney Chief Executive Officer
Kit Antinozzi Business Relationship Manager
Jason Nadeau Sales Manager And Vendor Relations Manager
Billy Louis Underwriter And Analyst
Rebecca Chandler Chief Operating Officer
Justin Ward Business Development Specialist
Colin Rugg Senior Business Development Specialist
Requires/Intent and 10 more Employees
Corporate Finance Strategy
Fraud Detection & Prevention
Omnichannel Customer Support
and more

2. Vcia

Industry: Financial Services

Location: Burlington, Vermont

Website: vcia.com

Company Founded: 1985

Company Size: 1-10

Company Address: 180 Battery Street, Burlington, Vermont, United States

Vcia Contact Details

Name Title LinkedIn Phone Email
Richard Smith President
Diane Leach Director Of Education And Programs
Elizabeth Halpern Director Of Communications
Peggy Companion Director Of Finance At Vermont Captive Insurance Association
Julie Brown Director, Administrative Services At Vcia
Requires/Intent
Document Management & E-signature Solutions
Customer Relationship Management (CRM)
Wealth Management
and more

3. Spruce Mortgage

Industry: Financial Services

Location: Burlington, Vermont

Company Founded: 1995

Company Size: 11-50

Company Address: 430 Shelburne Road, Burlington, Vermont, United States

Spruce Mortgage Contact Details

Name Title LinkedIn Phone Email
Stephen Richards Loan Officer #1165610
Laurie Hill Mortgage Loan Officer
Ingrid Serafini Mortgage Loan Originator Nmls 92064
Requires/Intent
Financial Forecasting & Modeling
Online Advertising & SEO
and more

4. Vermont Housing Finance Agency

Industry: Financial Services

Location: Burlington, Vermont

Website: vhfa.org

Company Founded: 1974

Company Size: 11-50

Company Address: 164 Saint Paul Street, Burlington, Vermont, United States

Vermont Housing Finance Agency Contact Details

Name Title LinkedIn Phone Email
Bill Schrecker Development Underwriter
Andrea Tieso Multifamily Management Officer
Steve Gronlund Director Of Human Resources And Administration
George Demas General Counsel
Zachary Nelson Business Development Coordinator
Robin Howe Multifamily Operations Analyst
Pat Lafond Loan Servicing Specialist
Requires/Intent and 6 more Employees
Treasury & Cash Flow Management
Asset Management
Mergers & Acquisitions Advisory
Automation & Workflow Optimization
Debt Collection & Recovery
and more

5. Westview Investment Advisors

Industry: Financial Services

Location: Burlington, Vermont

Website: westviewinvest.com

Company Founded: 1998

Company Size: 1-10

Company Address: 118 Pine Street, Burlington, Vermont, United States

Westview Investment Advisors Contact Details

Name Title LinkedIn Phone Email
Lindsay Antonowicz Vice President
Ben Nostrand Chief Executive Officer
Jennifer Sokolowski Investment Advisor
Requires/Intent
Loan Origination & Servicing Platforms
Tax Planning & Strategy
Legal Compliance & Advisory
and more

6. Rock Point Advisors

Industry: Financial Services

Location: Burlington, Vermont

Website: rockpointadvisors.com

Company Size: 11-50

Rock Point Advisors Contact Details

Name Title LinkedIn Phone Email
Timothy Humphrey Partner
Jackson Bargiello Research Analyst
Matthew Kolar Intern
Requires/Intent
Corporate Finance Strategy
Customer Relationship Management (CRM)
Mergers & Acquisitions Advisory
Financial Planning & Retirement Solutions
Tax Planning & Strategy
and more

7. Burlington Bank Card

Industry: Financial Services

Location: Burlington, Vermont

Website: burlingtonbankcard.com

Company Founded: 2009

Company Size: 1-10

Company Address: 117 Bank Street, Burlington, Vermont, United States

Burlington Bank Card Contact Details

Name Title LinkedIn Phone Email
Dave Thomas Owner
Requires/Intent
Compliance & Regulatory Advisory
Cybersecurity & Data Protection
and more

8. Catamount Innovation Fund

Industry: Financial Services

Location: Burlington, Vermont

Company Founded: 2016

Company Size: 11-50

Catamount Innovation Fund Contact Details

Name Title LinkedIn Phone Email
Josh Audette Senior Analyst
Requires/Intent
Financial Auditing & Reporting
Mortgage & Loan Processing
Treasury & Cash Flow Management
Banking & Payment Processing
ESG & Sustainable Finance Consulting
and more

9. Tortilla Flat

Industry: Financial Services

Location: Burlington, Vermont

Website: tortillaflataz.com

Company Size: 1-10

Company Address: 317 Riverside Avenue, Burlington, Vermont, United States

Tortilla Flat Contact Details

Name Title LinkedIn Phone Email
Deven Clements Kitchen Manager
Requires/Intent
Cybersecurity & Data Protection
Employee Training & Workforce Development
and more

10. Wealth & Wisdom, Llc

Industry: Financial Services

Location: Burlington, Vermont

Website: wealthandwisdomvt.com

Company Founded: 2017

Company Size: 1-10

Company Address: 3 Main Street, Burlington, Vermont, United States

Wealth & Wisdom, Llc Contact Details

Name Title LinkedIn Phone Email
Peter Walcott Financial Educator And Coach
Requires/Intent
Risk Management & Compliance
Cloud Computing Solutions
AI-powered Financial Insights
Credit Rating & Analysis
and more
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Burlington Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Dan Feeney North Star Leasing Company Chief Executive Officer
2 Kit Antinozzi North Star Leasing Company Business Relationship Manager
3 Jason Nadeau North Star Leasing Company Sales Manager And Vendor Relations Manager
4 Billy Louis North Star Leasing Company Underwriter And Analyst
5 Rebecca Chandler North Star Leasing Company Chief Operating Officer
6 Justin Ward North Star Leasing Company Business Development Specialist
7 Colin Rugg North Star Leasing Company Senior Business Development Specialist
8 Richard Smith Vcia President
9 Diane Leach Vcia Director Of Education And Programs
10 Elizabeth Halpern Vcia Director Of Communications
11 Peggy Companion Vcia Director Of Finance At Vermont Captive Insurance Association
12 Julie Brown Vcia Director, Administrative Services At Vcia
13 Stephen Richards Spruce Mortgage Loan Officer #1165610
14 Laurie Hill Spruce Mortgage Mortgage Loan Officer
15 Ingrid Serafini Spruce Mortgage Mortgage Loan Originator Nmls 92064
16 Bill Schrecker Vermont Housing Finance Agency Development Underwriter
17 Andrea Tieso Vermont Housing Finance Agency Multifamily Management Officer
18 Steve Gronlund Vermont Housing Finance Agency Director Of Human Resources And Administration
19 George Demas Vermont Housing Finance Agency General Counsel
20 Zachary Nelson Vermont Housing Finance Agency Business Development Coordinator
21 Robin Howe Vermont Housing Finance Agency Multifamily Operations Analyst
22 Pat Lafond Vermont Housing Finance Agency Loan Servicing Specialist
23 Lindsay Antonowicz Westview Investment Advisors Vice President
24 Ben Nostrand Westview Investment Advisors Chief Executive Officer
25 Jennifer Sokolowski Westview Investment Advisors Investment Advisor
26 Timothy Humphrey Rock Point Advisors Partner
27 Jackson Bargiello Rock Point Advisors Research Analyst
28 Matthew Kolar Rock Point Advisors Intern
29 Dave Thomas Burlington Bank Card Owner
30 Josh Audette Catamount Innovation Fund Senior Analyst
31 Deven Clements Tortilla Flat Kitchen Manager
32 Peter Walcott Wealth & Wisdom, Llc Financial Educator And Coach

Financial Services companies in different cities of Vermont

No. Industry Number of Contacts Download
1 Financial services Companies in Montpelier 3248
2 Financial services Companies in South Burlington 1856
3 Financial services Companies in Colchester 2320